WTC

WhitTier Trust Company Portfolio holdings

AUM $4.87B
1-Year Est. Return 25.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$870M
AUM Growth
-$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
914
New
Increased
Reduced
Closed

Top Buys

1
+$978K
2
+$830K
3
+$714K
4
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$573K
5
CF icon
CF Industries
CF
+$545K

Top Sells

1
+$10.8M
2
+$1.11M
3
+$807K
4
NRF
NorthStar Realty Finance Corp.
NRF
+$801K
5
DD
Du Pont De Nemours E I
DD
+$675K

Sector Composition

1 Healthcare 11.65%
2 Technology 11.3%
3 Financials 9%
4 Industrials 7.96%
5 Energy 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$23K ﹤0.01%
242
677
$23K ﹤0.01%
1,000
678
$23K ﹤0.01%
717
679
$22K ﹤0.01%
973
680
$22K ﹤0.01%
5
681
$22K ﹤0.01%
225
682
$22K ﹤0.01%
610
683
$22K ﹤0.01%
252
684
$22K ﹤0.01%
472
685
$22K ﹤0.01%
198
686
$22K ﹤0.01%
415
687
$22K ﹤0.01%
500
688
$22K ﹤0.01%
1,158
689
$21K ﹤0.01%
1,200
690
$21K ﹤0.01%
624
691
$21K ﹤0.01%
500
692
$21K ﹤0.01%
90
693
$21K ﹤0.01%
2,000
694
$21K ﹤0.01%
1,000
-600
695
$21K ﹤0.01%
424
696
$21K ﹤0.01%
237
697
$21K ﹤0.01%
548
698
$20K ﹤0.01%
1,476
699
$20K ﹤0.01%
613
700
$20K ﹤0.01%
316
26 27
28
29 30